Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising professionals compare and evaluate different financial advisors and institutions based on factors...
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO of FINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of financial advisors, you can have access to a wealth of information to help you make informed...
It is with great enthusiasm that we present our second Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at FINTRX released part one of our first Industry Briefing Series with the goal of...
Staying ahead in the constantly evolving financial industry can be a challenge. The market is constantly evolving, new regulations are introduced and clients have increasingly complex financial needs. In order for independent financial advisors to...
In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...
Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their money through these firms rather than traditional financial institutions. But what is driving the...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...
A look back at some of the most significant data and product additions and enhancements that we made in 2022!
Each month, FINTRX - Family Office & Registered Investment Advisor Platform adds and updates hundreds of family offices, family office contacts, tracked investments and assets to our private wealth dataset. To showcase this model of growth, we have...
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